Business Profile for Lewes, Delaware
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| Business name: | Insurance and Financial Service | |
| Address: | 17702 3 Brighton Drive Eagle Point Lewes, Delaware 19958 |
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| Phone number: | 301-663-1477 | |
| Fax number: | 301-663-3726 | |
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| Category: | Financial | |
| Description: | Senior Certified Advisor (CSA) - 30 years of experience The financial management process at Timothy J. Moore, Sr. office begins with an in-depth evaluation of your current financial situation. Once you and I have established your overall objectives, we'll focus on your specific goals. With changing economic conditions and market swings, I advocate investing sensibly over the long term and maintaining an adequate level of insurance coverage. I will work with you side by side so that you will be confident in and comfortable with the financial suggestions that are made. Some of the services offered: 1) Asset Allocation 2) Investment Planning 3) Life Insurance 4) College Funding 5) Tax Management 6) Retirement Planning 7) Estate Conservation 8) Debt Elimination 9) Risk Management 10) Cash Management 11) Charitable Giving 529 Plans, IRA's,Roth IRA, Rollovers,401(K), LTC Tax Prep,Mutual Funds, Stocks, Bonds. www.TIM-MOORE.net | |
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| Last update: | 2006-12-20 | |
| Visits: | 1009 |
